Mid-American Wealth Advisory Group Q2 2026 Portfolio Activity: Significant Purchases & Sales Observed
Mid-American Wealth Advisory Group Inc.'s portfolio saw notable changes in Q2 2026, with substantial increases observed across several ETF holdings and significant decreases noted for others. The total portfolio value stood at $184.9 million.
As of June 30th, 2026, the investment strategy employed by Mid-American Wealth Advisory Group Inc. resulted in observable changes within its portfolio during this quarter.
The firm demonstrated a clear focus on growth and diversification through several significant actions:
- PIMCO ETF TR (PYLD): This holding experienced an enormous increase, with shares growing by 450.75% from the previous quarter.
- AIM ETF PRODUCTS TRUST (MAYW): The firm quintupled its position in this fund during Q2.
- NEOS ETF TRUST (SPYI): Mid-American Wealth significantly boosted its stake, increasing shares by 100% for the quarter.
- PIMCO ETF TR (BILZ): This position also saw substantial growth, with a nearly 39% increase in holdings over the prior period.
Concurrently, Mid-American Wealth Advisory Group Inc. managed its portfolio by reducing exposure to certain funds:
- ISHARES TR (IBHF): The position decreased significantly by 50.58% in terms of shares.
- PIMCO ETF TR (ZROZ): Holdings saw a sharp reduction, down 56.86% from the prior period.
Furthermore, the investor completely exited or drastically reduced positions in other funds:
- VANGUARD SPECIALIZED FUNDS (VIG): The position experienced a precipitous decline of 93.86%.
- AIM ETF PRODUCTS TRUST (SIXO): This holding was virtually liquidated, with shares down by an astonishing 98.63%.
The overall portfolio allocation remains dominated by the 'Unknown' sector, which accounted for approximately $160 million or 86.73% of the total value as of June 30th, 2026. However, specific movements tracked include substantial additions to PIMCO and IShares ETFs (PYLD, BILZ) alongside significant reductions in IBHF and ZROZ.
These changes suggest a dynamic approach by Mid-American Wealth Advisory Group Inc., focusing on capitalizing on growth opportunities within certain exchange-traded funds while strategically reducing exposure to others. For more detailed portfolio information or to view the complete holdings, please refer to the official filing for Mid-American Wealth Advisory Group Inc..